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Customer numbers by quarter|Power Pivot|Excel Forum|My Online Training Hub

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sp_CrumbsHome HomeExcel ForumPower PivotCustomer numbers by quarter
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Customer numbers by quarter
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jon999
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Forum Posts: 21
Member Since:
September 1, 2016
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July 13, 2022 - 10:24 am
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Hi

I have a table that looks like this

Type Jan Feb Mar Apr
Opening customers 100 110 135 160
New 20 50 30 15
Churn -10 -25 -5 -20
Closing customers 110 135 160 155

I am trying to work out the DAX formula to be able to select a month (via a slicer) that will give me the quarter view.

For example, select Feb and get the following:

Opening customers 100 (being Jan)
New 70 (being Jan + Feb)
Churn -35 (being Jan + Feb)
Closing customers 135 (being Feb closing customers)

When I select Apr

Opening customers 160 (being Apr opening customers)
New 15 (being Apr)
Churn -20 (being Apr)
Closing customers 155 (being Apr closing customers)

I have unpivoted the table and did a sum formula on the type (called Total Type) and then tried the following formula

Calculate([Total Type],Filter(All(Date),Date[YearQuarterNumber] = Max(Date[YearQuarterNumber]) && Date[Date] <= Max(date[Date])))

[YearQuarterNumber] = ( 'Date'[Financial Year] - MIN ( 'Date'[Financial Year] ) ) * 4  + [QuarterNumber]

This works for new and churn but adds the opening and closing numbers.

Thanks

Jon

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Mynda Treacy
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Forum Posts: 4519
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July 16, 2010
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July 16, 2022 - 10:19 am
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Hi Jon,

You can try adding another filter criteria to CALCULATE: [Type] <> "Opening Customers"

Mynda

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jon999
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Forum Posts: 21
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July 20, 2022 - 4:05 pm
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Hi Mynda

Thanks for your reply.

I added another filter criteria into the first formula listed above, however all it did was make Opening Customers blank without showing the opening balance for the start of each quarter.

Thanks

Jon

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